UHNW Tax Services Lead — Flexible/Remote

Mercer Advisors Inc.; Encino; Híbrido; COP 438 088 000 - 515 398 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

401(k) Retirement Plan

Paid Holidays

Paid Vacation & Sick Time

Parental Leave

Life Insurance

Disability Insurance

Employee Assistance Plan

Resumo da oferta

Mercer Advisors Inc. seeks a Sr. Manager, Tax Services (UHNW) to lead client relationships and a tax team delivering returns, projections, and analysis for high-net-worth clients. The role emphasizes service over billable hours with flexible, hybrid work options.

You will manage a tax group, review returns, drive performance metrics, and collaborate with wealth advisors in a fast-paced environment. CPA/EA required; MST/JD/CFP and other credentials preferred.

Qualificações

• Minimum 7+ years of public accounting experience, or equivalent.
• Minimum 2 years of management/leadership experience.
• Strong tax code knowledge and accounting skills.

Responsabilidades

• Coordinate tax team activities to drive efficiency and client experience.
• Review and sign tax returns for high-net-worth individuals, trusts, and businesses.
• Drive SLAs and KPIs for the tax team.
• Analyze performance data and provide coaching.
• Identify process improvements at individual and team levels.
• Support technology initiatives and CRM-related tax processes.
• Develop scalable operating procedures and policy updates.
• Lead and facilitate tax processes in our CRM and ensure accuracy.
• Update procedures and communicate policy changes.
• Other duties as needed.

Conhecimentos

Tax knowledge

Leadership

Communication

Time management

Client service

Formação académica

Bachelor’s degree in Accounting or related field

CPA or EA required

Advanced degree/certification preferred

Ferramentas

CCH

BNA

SafeSend

Descrição da oferta de emprego

Mercer Advisors Inc. seeks a Sr. Manager, Tax Services (UHNW) to lead client relationships and a tax team delivering returns, projections, and analysis for high-net-worth clients. The role emphasizes service over billable hours with flexible, hybrid work options.

You will manage a tax group, review returns, drive performance metrics, and collaborate with wealth advisors in a fast-paced environment. CPA/EA required; MST/JD/CFP and other credentials preferred.